深度报告-20231011-天风证券-计算机行业深度研究_鸿蒙_全球开放操作系统的第二选择_18页_1mb

HarmonyOS Analysis Summary

Background: HarmonyOS, developed by Huawei, serves as a response to US sanctions that impacted Huawei's hardware, particularly its phone sales (2020-2022). To counter this, Huawei is leveraging its software ecosystem through HarmonyOS to support multiple devices and IoT growth.

Key Features:

• HarmonyOS 4.0 incorporates the Ascend AI model for enhanced voice assistant capabilities with features like knowledge retrieval and task planning.
• The new Ark engine improves performance by 20% and battery life by 30 minutes.
• The "1+8+N" strategy aims to create a unified ecosystem with 1 main device, 8 supplementary devices, and various N smart applications.

Ecosystem Development:

• HarmonyOS Next focuses on native applications, enabling one-time development across multiple devices (e.g., phones, tablets, PCs).
• Partners like Soft通动力 have achieved OpenHarmony compatibility with x86 platforms, facilitating cross-device interoperability and extending the ecosystem.

Investment Recommendations: Watch lists include software companies such as Soft通动力, 赛意信息, and hardware firms like 神州数码.

Risks: Include potential delays in certification, technological advancements, and increased industry competition that could affect HarmonyOS adoption and stock performance.